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Act-On Software

Adding Records to an Existing List

AUDIENCE: Administrators, Marketing Users
OBJECTIVES:

 

You can append records to an existing list by uploading a file (tab-delimited, comma-delimited, or Excel format) into your Act-On account or by copying records from an existing list or segment in your Act-On account.
  • Click Contacts, and choose either Marketing Lists, or click Other Lists for Form Submissions, or Webinar Lists.

     
  • Hover over the list, and click the drop-down arrow.

     
  • Choose Import/Export, and then click Append to This List.

     
  • In the Add to List Contents drop-down, choose Upload an Excel or text (CSV) file.

     
  • Choose how you wish to add the records:
    • Add all records to the end of the list (without de-duplication)
    • Add only new records without updating existing records
    • Add new records, and update existing records
    • Update existing records
       
  • Click the Browse button to find and choose the file that contains your contacts.

     
  • Click Next.

     
  • Confirm whether the first line contains field names (like FNAM, LNAM, and EMADDR) or field values (like John, Doe, and jdoe@mycompany.com).
    • For a tab- or comma-delimited file, you also need to indicate how fields are separated (commas, tabs, or semicolons) and whether they're enclosed in quotation marks; you can also elect to ignore some rows above the field names or field values
       
  • Click Next.
     
  • Confirm the fields to be imported and re-organize how the fields will show.

     
  • Click Finish.
     
  • Click Done.

 

  • Click Contacts, and choose either Marketing Lists, or click Other Lists for Form Submissions, or Webinar Lists.

     
  • Hover over the list, and click the drop-down arrow.

     
  • Choose Import/Export, and then click Append to this List.

     
  • In the Add to List Contents drop-down, choose Add the Contents of an Existing List or Segment.

     
  • Choose how you wish to add the records:
    • Add all records to the end of the list (without de-duplication)
    • Add only new records without updating existing records
    • Add new records, and update existing records
    • Update existing records
       
  • In the Import From drop-down, select the list or segment.

     
  • Click Next.
    • To move the records (rather than simply copying them), enable the Remove source records option.
       
  • Select which fields to import and what to name the columns the fields are imported into.
     
  • Click Finish.

     
  • Click Done.

In order to add a single record to an existing list:

  • Open the list in question, click on More Actions > Add Contact.

     

To type in multiple contacts at once with basic information (First and Last Name, Company, Email Address):

  • Click on More Actions > Add Contacts.
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